Ep Wealth Advisors, LLC Spdr S&P 500 Fossil Fuel Reser Transaction History
Ep Wealth Advisors, LLC
- $8.44 Billion
- Q1 2024
A detailed history of Ep Wealth Advisors, LLC transactions in Spdr S&P 500 Fossil Fuel Reser stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 6,097 shares of SPYX stock, worth $277,413. This represents 0.0% of its overall portfolio holdings.
Number of Shares
6,097
Previous 6,732
9.43%
Holding current value
$277,413
Previous $261,000
0.38%
% of portfolio
0.0%
Previous 0.0%
Shares
5 transactions
Others Institutions Holding SPYX
# of Institutions
208Shares Held
19.5MCall Options Held
0Put Options Held
0-
Windmill Hill Asset Management LTD4.86MShares$221 Million75.29% of portfolio
-
Choate Investment Advisors Boston, MA2.75MShares$125 Million3.19% of portfolio
-
Betterment LLC New York, NY2.12MShares$96.3 Million0.24% of portfolio
-
Lpl Financial LLC Fort Mill, SC589KShares$26.8 Million0.01% of portfolio
-
Lake Street Advisors Group, LLC470KShares$21.4 Million0.95% of portfolio